Wealth Management

8 Charts of the Markets

Interest rates are at inconceivable levels


Should you be paying a bank to hold your money?

In this newsletter we will investigate the worldwide phenomenon of low / negative interest rates and their effect on your investments and lifestyle.

15 Popular ways that will help you reach your dreams



It’s almost 2017… do you have a customized financial plan to help you reach your goals and dreams?

How Are Your Mutual Funds Performing?



8 years ago, on March 9th 2009, U.S. stocks reached a low following the great financial crisis.  There are thousands of mutual funds investing in U.S. stocks. Unfortunately, the majority perform poorly compared to indices like the S&P 500, Dow Jones...

Let's go global

Executive Summary

• 2012-2013 should provide investors with good opportunities to buy cheap non-U.S. stocks.

• Diversification is important. It is not the time to sell international/emerging markets stocks.

Foreign Bank Account Report due April 2017

10 Great Money Quotes To Reach Your Dreams

 

Who Do You Trust More? The BFM Difference.


BFM can help you plan your financial future with conflict-free advice.

The 2018 version of BFM Investment 101 is now available at


https://tinyurl.com/BFM-Invest101
 

 

How Are Your Mutual Funds Performing?


9 years ago, on March 9th 2009, U.S. stocks reached a low following the great financial crisis.  There are thousands of mutual funds investing in U.S. stocks. Unfortunately, the majority perform poorly compared to indices like the S&P 500, Dow Jones...

Start to save today

This newsletter was first published in June of 2018